Wealth Advisor III

First Financial Bank; Cincinnati (OH); On-site; USD 85,000 - 120,000; Full time

Job summary

Join First Financial Bank as a Wealth Advisor, where you will serve as the primary point of contact for Wealth clients. This role involves maintaining existing customer relationships and developing new ones, structuring individualized financial strategies, and completing compliance reviews. We seek a candidate with significant investment and portfolio management experience who can articulate complex financial concepts to clients, ensuring their investment needs are met.

Benefits

Comprehensive benefits program

Incentive eligibility for all roles except Intern positions

Qualifications

• 10 years of successful investment and/or portfolio management experience.
• Extensive experience with financial planning software.
• Ability to articulate investment management and financial planning options.

Responsibilities

• Maintain and develop client relationships for wealth management.
• Structure goals-based investment management strategy and financial plan.
• Deliver annual investment reviews and updates to clients.

Skills

Investment management

Relationship management

Financial planning

Communication

Education

Bachelor's degree in Business or related field

CFA/CFP certification preferred

Tools

Financial planning software

Job description

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

Essential Functions/Responsibilities

• Serves as client’s primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition
• Generates sales leads through cross-function collaboration, centers of influence and personal contacts
• Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk
• Selects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within client accounts
• Coordinates unique portfolio requirements or client situations with FFB Investment Committee
• Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects
• Utilization of financial planning to drive client retention and acquisition
• Serves on the FFB Investment Committee as client advocate and strategy consultant
• Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• Ten (10) years of successful investment and/or portfolio management experience; experience working with clients with sophisticated investment management and financial planning needs
• Relationship management experience with clients is required
• Knowledge of investment solutions, risk management, asset allocation and program design
• Extensive experience with financial planning software

Preferred Knowledge and Skills

• Extensive business development experience is a plus
• Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients
• Experience in banking or financial services is preferred
• Bachelor’s degree in Business or other related field of study
• CFA/CFP is strongly preferred
• Demonstrated commitment to professional development
• Demonstrated knowledge of industry practices and regulations

Level of Complexity and Scope

Details not specified.

Degree of Independence and Decision-Making

Details not specified.

Required Supervisory Responsibilities

• N/A

Physical Requirements

• Occasionally lifts and carries up to 20 lbs
• Frequently lifts and carries up to 10 lbs
• Frequently sits, stands and drives

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, including Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

Equal Opportunity Statement

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.